About UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
Job Description
Here's a job description for a WB Branch Relationship Manager at UOB (Thai) Public Company Limited:
Job Title:** WB Branch Relationship Manager
Company Name:** UOB (Thai) Public Company Limited
Job Summary
The WB Branch Relationship Manager is responsible for acquiring, deepening, and managing relationships with High Net Worth (HNW) and affluent clients within a designated UOB branch, delivering exceptional financial advice and solutions to meet their wealth management needs.
Job Responsibilities
- Proactively identify and acquire new HNW and affluent clients through various channels, including referrals, networking, and direct outreach, to expand the bank's client base.
- Develop and maintain strong, long-term relationships with existing clients by understanding their financial goals, risk profiles, and investment objectives.
- Conduct comprehensive financial needs analyses and provide tailored wealth management solutions, including investment products (e.g., unit trusts, bonds, structured products), insurance, and deposit products.
- Monitor client portfolios regularly, provide timely market insights, and recommend adjustments to align with changing market conditions and client objectives.
- Achieve individual and branch sales targets for various wealth management products and services.
- Collaborate effectively with product specialists, operations teams, and other internal stakeholders to ensure seamless client service and product delivery.
- Adhere to all regulatory requirements, internal policies, and ethical standards in all client interactions and transactions.
- Participate in client events and seminars to enhance brand visibility and deepen client engagement.
- Maintain accurate and up-to-date client records and ensure all documentation is complete and compliant.
Job Qualifications
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- Minimum of 3-5 years of experience in wealth management, financial advisory, or relationship management within the banking or financial services industry, preferably with exposure to HNW clients.
- Possession of relevant licenses and certifications (e.g., Investment Consultant license, Insurance Agent license) as required by the Bank of Thailand.
- Strong understanding of financial products, investment instruments, and wealth management strategies.
- Proven track record of achieving sales targets and building strong client relationships.
- Excellent communication, interpersonal, and presentation skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in English and Thai (both written and spoken) is essential.
- Customer-centric mindset with a strong commitment to providing exceptional service.
Additional Requirements
Develop, Engage, Execute, Strategise
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
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